Enhanced contact mentions and activity tracking
Week 1, 2024 — December 30 to January 5
You can now seamlessly track contacts mentioned in your email conversations—whether they’re in the “To,” “Cc,” or even just referenced in the email body. With our newly introduced “Mentioned Contact” activity type and smarter email analysis, FirstQuadrant automatically recognizes and logs every person mentioned, providing richer context across your CRM activity timelines. When you view an activity or draft, you’ll see all contacts who were part of the thread, making it easier to follow complex conversations and keep everyone in the loop. This feature ensures that action recommendations, reminders, and outreach insights now reflect the full picture of who’s involved, helping you nurture relationships with greater awareness and precision.
Flexible calendar integrations
We’ve expanded calendar app support in FirstQuadrant Settings! You can now connect with Calendly, Notion Calendar, Amie, and Lemcal—each with clear descriptions and recognizable icons to make setup a breeze. Just head to the Apps section under Settings to enjoy even more flexibility in managing your events and syncing schedules right alongside your sales workflows.
Improvements
- Contact bios and employment history in CRM views now display more accurate and readable information, reflecting current headlines and positions more clearly.
- Email drafting is more intuitive with enhanced forms: subjects display contextually based on previous drafts, while the underlying editor is faster and more reliable.
- Employment and education history is now sorted more logically in contact panels, making it easier to review someone’s career path.
- Timeline items for activities have improved layouts, visual consistency, and clearer presentation for easier review.
- Deal management is streamlined with new context panels, allowing you to view, update, or delete deals more efficiently—right from the main interface.
- The contacts panel now lets you immediately see the author of any note, complete with profile avatars for instant recognition.
- Managing and deleting contacts is faster and safer with new dropdown options and optimistic UI responses, so you always know what’s happening.
- Bulk updates (like importing multiple contacts or syncing actions) are reflected in the UI more promptly, reducing waiting and uncertainty.
- Scheduling links are now intelligently included whenever available in contact and membership views, making it easier to organize meetings directly from your CRM.
- Buttons, popups, and dialog windows now feature improved layouts and better support for dark mode, creating a visually unified experience throughout the app.
- Text editing in emails is richer and more reliable thanks to upgraded link, underline, and suggestion extensions in the editor.
- More consistent formatting for deal stages, contact properties, and activity descriptions ensures all important information is easy to scan at a glance.
Fixes
- Timeline and activity feeds are now more accurate, showing the most relevant contacts, notes, and actions with consistent sorting.
- Fixed mislabeling and duplication issues in activity logs, keeping your data clean and easy to follow.
- Improved the stability of draft handling in email forms, reducing unexpected resets and display errors.
- Contact creation and deletion actions reliably update the UI, including handling failures transparently.
- Deal stage changes, referrals, and property updates are now tracked and rolled back accurately when undone, ensuring data integrity.
- Various UI glitches—such as inconsistent button styles, misaligned items, or menu overlap—are now resolved for a more polished interface.
Behind the scenes
- Added a new “EMAIL_MENTIONED” activity type in the database schema and backend activity pipeline, ensuring contacts mentioned in emails are systematically tracked and available in activity feeds.
- Introduced a dedicated “mentioned” field in the email schema, mapping relationships for mentioned contacts and updating related data models, types, and validation throughout the stack.
- Refactored core functions and APIs to process, normalize, and display mentioned contacts, consolidating activity recommendations and undo handling across multiple users and contexts.
- Enhanced contact enrichment, bio generation, and employment history mapping—prioritizing clear, up-to-date relationship data in all contact views.
- Added property update functionality and the “PROPERTY_UPDATE” activity type, improving audit trails and data synchronization for CRM changes.
- Upgraded schemas and type definitions for deals, contacts, notes, and memberships—including new fields for scheduling links and richer email, deal, and task tracking.
- Improved error handling, cache management, and UI state updating for all activity actions, including cache invalidation upon activity creation.
- Rolled out new backend logic for optimistic deletes, optimistic UI responses, and real-time sort/order correction in timelines and lists.
- Refactored activity, CRM, and event handling logic for better separation of concerns and maintainability—including improved task processing and status handling for stale deals.
- Introduced error-resilient parallel processing for tasks and enrichment activities, reducing the risk of data loss or delays even if some background processes fail.
- Improved package management with upgraded TypeScript, validation utilities, and removal of deprecated files for a cleaner, more maintainable codebase.
- Enhanced integration with Zapier by adding a dedicated enum and field for Zapier-powered imports, preparing the system for wider automation and event support.
- Upgraded text editor dependencies and introduced new extensions, ensuring feature parity and improved editing for all outbound email and note fields.
- Improved dark mode consistency and the underlying theme management system by moving theme persistence into cookies and updating authentication hooks.
- Refactored timeline and context panel components for contacts and deals, introducing modular panels and forms for easier future updates.